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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2001
Olistico Wealth
Oklahoma
$584K +$1.12K +5 +0.2%
KIA
2002
KCM Investment Advisors
California
$583K +$35.9K +160 +6%
HA
2003
Herold Advisors
New York
$582K -$97.7K -435 -14%
AAG
2004
Armstrong Advisory Group
Massachusetts
$581K +$1.12K +5 +0.2%
ACG
2005
Allen Capital Group
Nebraska
$579K +$50.3K +224 +9%
CA
2006
Claro Advisors
Massachusetts
$579K -$6.51K -29 -1%
CP
2007
Canopy Partners
Ohio
$578K +$35K +156 +6%
VC
2008
Veery Capital
Delaware
$577K -$79.1K -352 -12%
BWL
2009
Bogart Wealth LLC
Virginia
$576K -$31.2K -139 -5%
LSWP
2010
Liberty Square Wealth Partners
Pennsylvania
$575K – – –
FA
2011
Financial Avengers
California
$575K -$70.7K -315 -11%
PCM
2012
Poehling Capital Management
Wisconsin
$574K -$11.2K -50 -2%
NFA
2013
Northern Financial Advisors
Michigan
$574K -$312K -1,390 -34%
GAM
2014
Gemmer Asset Management
California
$571K +$20.9K +93 +4%
FG
2015
Fiduciary Group
Georgia
$571K +$15.7K +70 +3%
VCM
2016
Vision Capital Management
Oregon
$570K -$20.7K -92 -3%
LPAM
2017
Lodestar Private Asset Management
California
$570K +$2.69K +12 +0.5%
DI
2018
Diligent Investors
California
$569K +$33.7K +150 +6%
LFS
2019
Legacy Financial Strategies
Kansas
$568K +$16.2K +72 +3%
MFS
2020
Miller Financial Services
Michigan
$566K -$172K -767 -22%
MFWP
2021
Mosaic Family Wealth Partners
Missouri
$563K -$225 -1 -0%
AF
2022
Apollon Financial
South Carolina
$560K +$78.2K +348 +15%
GWAG
2023
Garrett Wealth Advisory Group
Texas
$560K – – –
GFG
2024
Greystone Financial Group
Michigan
$560K -$449 -2 -0.1%
TLCM
2025
Twin Lakes Capital Management
California
$558K – – –
79 80
81
82 83